WHAT IS WEALTH MANAGEMENT?

People often confuse the term ‘wealth’ with ‘wealthy’. Wealth management isn’t about how much you have, it’s about helping you make the most of what you do have. It’s a collaborative effort that considers all aspects of your family’s financial health.

Working together, we will first help you get organized, ask the right questions and make sure you understand your options.

Next, we will help you develop a plan to both protect and invest in your family’s future.

Then most importantly, we help you make better decisions so you stay on track.

Isn’t that what you want?

IT ALL STARTS WITH A PLAN

When you are ready to take control of your financial life, our team of Certified Financial Planners (CFP®) is dedicated to helping you protect and invest in your family’s future.

We’ll guide you through an interactive planning process, develop and then implement, an action plan that is both comprehensive and customized to your specific needs, goals and dreams.

Take Control of Your Financial Future

In an ever changing world, our commitment to clients is constant

We offer 24/7 online account access and interactive financial planning software.
We give you the tools to be as involved as you want to be with your financial future.

PROVIDING THESE SERVICES

FINANCIAL PLANNING

Financial planning is a dynamic process, not a one time event. In the years to come, we’ll review your financial plan often to ensure it captures any changes in your life, your goals and, of course, economic conditions.

RETIREMENT PLANNING

Creating a plan for your retirement now means making your money last for later. We help our clients determine how much cash flow they will need and how to plan for a secure, comfortable retirement.

INVESTMENT MANAGEMENT

An investment portfolio is always aligned with your personal goals and your specific situation. We develop and implement an action plan that is both comprehensive and customized to your specific needs.

Plan for the expected, prepare for the unexpected

Contact Wingate today to schedule a FREE consultation.